Revenue.io Reviews & Product Details

It is very user friendly, especially for finding phone calls. It's tools assist with efficiency and the transcription is solid. Review collected by and hosted on G2.com.

I would like the notifications on Moments to be more prominent when popping up with producers. Right now it is not in their main workflow and it can be missed. Review collected by and hosted on G2.com.

Seamlessly integrates with Salesforce, limitless reporting, and a top-notch implementation that truly feels like partnership. Review collected by and hosted on G2.com.

SF feels dated, but Revenue.io adds a refresh. Review collected by and hosted on G2.com.

Revenue.io has been a game-changer for our team! The implementation process was seamless, thanks to Ty—truly the best in the business. He made sure we were set up for success and provided incredible support along the way. Review collected by and hosted on G2.com.

While some features are still on the roadmap, the team is highly receptive to feedback and continuously improving the platform. Excited to see how they evolve! Review collected by and hosted on G2.com.

They have a great onboarding team and the program is working as intended! Review collected by and hosted on G2.com.

Not enough gear to show off to the sales department! Review collected by and hosted on G2.com.

The revenue.io platform has several different features and doesn't require you to buy all of them to be successful. Review collected by and hosted on G2.com.

Like many other platforms, it's typically not a out of the box solution for companies that have customized instances of CRM. As a result, you'll need to plan for some work to successuly implement it. Review collected by and hosted on G2.com.

I think Revevenue io it's a great tool, the implementation team really helped us discover all the cool functionalities and how they adapt to the needs of our sales floor, the tools are super easy to use and configure. Review collected by and hosted on G2.com.

I think there is still for improvement when it comes to filtering sequences, email templates, and snippets according to the role, (AE or AM) Review collected by and hosted on G2.com.

I love the seamless integration with Salesforce. The two-way communication from RingDNA to Salesforce and vice versa has been something that other similar products have lacked. I really appreciate the conversation AI components as well as real-time effectiveness and coaching from moments. Review collected by and hosted on G2.com.

It is a learning curve like with all new systems, but as the learning and development leader I am pushing hard for not only the ICs adoptions of the tool, but also their managers. Review collected by and hosted on G2.com.

It is a feature rich product that is easily customizable to be the primary sales tools to a variety (very different) of Lumen teams. It can be used by both our sales and customer support teams. It also provides a rich set of reports to make sure each team measures what is important.

Another key benefit is the support behind the product. Ty and Allison were with us every step of the way to make sure we followed best practices and got the most out of Revenue.io. Even after the implementation they are always available to keep us moving forward. Review collected by and hosted on G2.com.

Not sure if really is a negative but there is a lot to learn. The basics are easy to implement but to get the full depth out of the products take some effort to learn. Review collected by and hosted on G2.com.

The RevenueIO support team is always helpful to their customers, and the product is very user friendly, all of our sales teams are happy with their services. Review collected by and hosted on G2.com.

Some users say that the reports are not always 100% accurate and that the system sometimes goes down. Review collected by and hosted on G2.com.

Revenue.io's Guided Selling product does a great job at helping reps prioritize their work. As an admin I also appreciate how their tool is an "overlay" on top of Salesforce and not a completely independent system with all of its own authentication, permissions, etc. The support we received from their implementation team was also the best I have ever experienced. Review collected by and hosted on G2.com.

The inability to send one-off emails (instead of sequence emails) in their Guided Selling tool has been frustrating for our team. Revenue.io provides a workaround through their dialer that will open a draft in your inbox, automatically adding your Salesforce BCC address, so that the email gets logged back to Salesforce. We wish we could send one-off emails within Guided Selling in order to take advantage of the email templates/merge fields/advanced email tracking. Review collected by and hosted on G2.com.